Charles Schwab · 8 hours ago
Financial Consultant Partner - New York, NY (Midtown)
New York City, NY, US
Full-time
Onsite
Mid Level
3+ years expCharles Schwab is a financial services company that empowers its employees to make an impact on their careers. The Financial Consultant Partner (FCP) role involves acting as a trusted partner to Senior Financial Consultants, deepening client relationships, and supporting the growth of a wealth management practice.
Financial Services
Responsibilities
Acting as a trusted partner to Sr. Financial Consultants and their practice clients
Deepening new and existing client relationships
Uncovering business development opportunities
Supporting the growth and management of an affluent wealth management practice
Providing exceptional service, advice, and relationship management
Qualification
Required
A valid and active Series 7 license is required (*license may be obtained under a condition of employment through Branch Network Licensing Program)
A valid and active Series 66 (63/65) license required (*license(s) may be obtained under a condition of employment*)
Preferred
3+ years of Financial Services Industry Experience
Strong written and verbal communication skills
Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize
Ability to identify new relationship development
Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s)
Ability to uncover and meet client needs and effectively manage client expectations
Ability to build and maintain good cross-enterprise working relationships
Capability to become a Notary
Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool
Openness to manage local events, as needed
Benefits
This role is also eligible for bonus or incentive opportunities.
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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